Workday Requisitions
How to create a catalog requisition into Workday – This training video explains the process of submitting requisitions for purchasing items from our catalog suppliers.
How to create a non-catalog requisition into Workday – This training video goes through the process of submitting requisitions for goods and services from non-catalog suppliers, excluding M&E tax exempt purchases.
How to process an M&E tax exempt requisition – This training video explain how to submit a requisition for items exempt from Machinery and Equipment (M&E) tax, and the conditions that must be met for a purchase to be considered M&E tax exempt.
Best Practice: refer to the Shared Environment Checklist for Requisition Reviews to make sure that you have the correct information when submitting your requisition for approval in Workday.
Miscellaneous Payments
How to process an honorarium payment to a domestic payee – Honorarium payments are issued when a non-employee provides certain services to UW where payment is not traditionally expected or outlined in a contract. Refer to the Procurement Services Miscellaneous Payments page to ensure that your payment qualifies as an honorarium.
How to process an honorarium payment to a foreign national payee – Honorarium payments to citizens of foreign countries require additional documentation and steps to ensure that we comply with UW policy and state and federal laws.
Other Workday Procurement and Payment Processes
How to process a supplier invoice – Refer to this training video when an invoice is received from a registered supplier that is not connected to an existing purchase order.
How to verify ProCard purchases in Workday – For ProCard holders, all purchases made using a Procard must be verified in Workday to ensure that the charge is authorized and has a designated funding source. Be sure to comply with UW ProCard policy when purchasing goods and services.
How to verify CTA purchases in Workday – For CTA cardholders, all purchases made by CTA must be verified in Workday to ensure that the charge is authorized and has a designated funding source. Be sure to comply with UW CTA policy when purchasing travel expenses.